Sonia Patel
Sonia Patel, MBA
Sonia is a Senior Registered Client Associate at Family Wealth Solutions. She believes in developing strong, lasting relationships with clients. Her goal is to ensure clients always understand how their money is being used, and she’s eager to help explain complex financial topics.
Sonia earned her Master of Business Administration from DeVry University and has previously worked at Wells Fargo Advisors and Raymond James. She holds Series 7 and 66 securities licenses, as well as life and health insurance licenses.
Originally from India, Sonia lives in Tampa with her husband, Kunal, and their children, Stuti and Kiana. In her free time, Sonia enjoys spending time with her family, relaxing by the pool, and painting. She loves visiting her parents in India.